United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership8,159 shares
Latest Disclosed Value $ 802,716
Larson Financial Group LLC reports 15.83% decrease in ownership of UPS / United Parcel Service, Inc.

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 8,159 shares of United Parcel Service, Inc. (US:UPS) valued at $802,682 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 9,694 shares of United Parcel Service, Inc.. This represents a change in shares of -15.83% during the quarter. The current value of the position is $886,639 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 8,159 -1,535 -15.83 803 -16.55 0.0241
2026-02-06 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 9,694 -471 -4.63 962 13.19 0.0320
2025-11-14 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 10,165 692 7.30 849 -11.19 0.0297
2025-08-08 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 9,473 -273 -2.80 956 -10.74 0.0383
2025-05-02 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 9,746 1,526 18.56 1,072 3.38 0.0508
2025-02-07 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 8,220 896 12.23 1,037 3.81 0.0536
2024-11-12 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 7,324 3,100 73.39 999 72.66 0.0566
2024-08-02 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,224 128 3.12 578 -4.93 0.0394
2024-05-03 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 4,096 2,818 220.50 609 204.00 0.0470
2024-02-01 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 1,278 100 8.49 201 9.29 0.0176
2023-11-03 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,178 459 63.84 184 42.97 0.0180
2023-08-03 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 719 209 40.98 129 30.61 0.0129
2023-05-04 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 510 0 0.00 99 11.36 0.0108
2023-02-03 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 510 0 0.00 89 7.32 0.0106
2022-11-03 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 510 0 0.00 82 -11.83 0.0117
2022-08-04 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 510 23 4.72 93 -10.58 0.0161
2022-05-05 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 487 0 0.00 104 0.00 0.0166
2022-02-03 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 487 -106 -17.88 104 -3.70 0.0165
2021-11-04 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 593 106 21.77 108 6.93 0.0214
2021-08-10 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 487 -6 -1.22 101 20.24 0.0235
2021-05-06 2021-03-31 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 493 0 0.00 84 1.20 0.0247
2021-04-08 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 493 0 83 0.0282
2021-01-14 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 493 0 0.00 83 1.22 0.0282
2020-10-08 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 493 5 1.02 82 51.85 0.0337
2020-07-10 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 488 0 0.00 54 17.39 0.0257
2020-04-09 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 488 0 0.00 46 -19.30 0.0288
2020-01-10 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 488 43 9.66 57 7.55 0.0328
2019-10-11 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 445 0 0.00 53 15.22 0.0346
2019-07-16 2019-06-30 13F UNITED PARCEL SERVICE CL B 911312106 445 149 50.34 46 39.39 0.0342
2019-04-05 2019-03-31 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 296 0 0.00 33 13.79 0.0261
2019-04-04 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 296 0 29 0.0268
2019-02-07 2018-12-31 13F UNITED PARCEL SERVICE CL B 911312106 296 296 29 0.0268
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.